CIAS
PCMM

Capital Investment Advisory Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Capital Investment Advisory Services’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
32,154
+11,052
+52% +$553K 0.12% 179
2025
Q4 		$1.06M Buy
21,102
+6,801
+48% +$342K 0.07% 251
2025
Q3 		$723K Buy
+14,301
New +$723K 0.06% 295

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Capital Investment Advisory Services's PCMM Position: Q1 2026 in Review

Capital Investment Advisory Services increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 52% in Q1 2026, buying an estimated $553K and bringing the position to 32,154 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #179.

Capital Investment Advisory Services first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Capital Investment Advisory Services held 32,154 shares of BondBloxx Private Credit CLO ETF worth $1.58M as of Q1 2026.
  • Capital Investment Advisory Services bought 11,052 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $553K.
  • BondBloxx Private Credit CLO ETF made up 0.12% of Capital Investment Advisory Services's portfolio in Q1 2026, its #179 holding.
  • Capital Investment Advisory Services first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.